Defined Benefit (Pension) · DOL Form 5500 · 2024

Community Action Agency of South Alabama Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
45th
Percentile by assets National rank
$110,398
Avg per participant Below avg balance/head
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Official DOL plan name: Community Action Agency of South Alabama Defined Benefit Pension Plan · Sponsored by Community Action Agency of South Alabama · Alabama · Educational Services

$6M in assets, 53 participants

Community Action Agency of South Alabama's Community Action Agency of South Alabama Defined Benefit Pension Plan reported $6M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,057 in Educational Services (3,638 peers)

What the 2024 filing shows

Community Action Agency of South Alabama Defined Benefit Pension Plan holds $6M for 53 participants - about $110,398 per participant, in the lower half of filed plans by assets.

#1,057
in Educational Services (3,638 peers)
+3.0%
assets growth YoY

Community Action Agency of South Alabama Defined Benefit Pension Plan's mid-pack asset rank among Educational Services and all filers

Community Action Agency of South Alabama Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,851,086 45th percentile higher than 45% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Community Action Agency of South Alabama Defined Benefit Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Community Action Agency of South Alabama Defined Benefit Pension Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community Action Agency of South Alabama Defined Benefit Pension Plan reported participants rose from 33 in the plan year 2023 filing to 53 in the plan year 2024 filing.
  • Community Action Agency of South Alabama Defined Benefit Pension Plan reported net income fell from $350K in the plan year 2023 filing to $173K in the plan year 2024 filing.
  • Community Action Agency of South Alabama Defined Benefit Pension Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630510904 · Community Action Agency of South Alabama PY 2024 · Defined Benefit (Pension)

Community Action Agency of South Alabama Defined Benefit Pension Plan · $6M · 53 · 45th

  • SCH $6M
  • SCH 53
  • SCH 45th
  • SCH Defined Benefit (Pension)
  • SCH near Eye Care Physicians & Surgeons, Inc. Cash Balance Plan
  • SCH ind #1057

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Alabama →

Community Action Agency of South Alabama Defined Benefit Pension Plan in the asset neighbourhood

Laner Muchin Ltd Employees Pension PlanLaner Muchin Ltd Employees P…$6MPension Plan for the Employees of Edward John Noble Foundation, Inc.Pension Plan for the Employe…$6MCommunity Action Agency of South Alabama Defined Benefit Pension PlanCommunity Action Agency of S…$6MEye Care Physicians & Surgeons, Inc. Cash Balance PlanEye Care Physicians & Surgeo…$6MMolnlycke Pension Plan$6M
End-of-year total assets ($M) among Community Action Agency of South Alabama Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$173K
Employer EIN630510904
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community Action Agency of South Alabama)

Sponsor-wide plan assets over time

All Community Action Agency of South Alabama plans reported in each filing year

Latest sponsor-wide plan assets
$6M 9.81881382033786% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.33M $5.85M ▲ +9.8%
Year Plans Participants Total Assets
2022 1 38 $5M
2023 1 33 $6M
2024 1 53 $6M

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Community Action Agency of South Alabama Defined Benefit Pension Plan, Total assets ($B): 0.005851086 · Participants: 53Community Action Agency of South Alabama Defined Benefit Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
Community Action Agency of South Alabama Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Community Action Agency of South Alabama Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Eye Care Physicians & Surgeons, Inc. Cash Balance Plan in OR ($6M); by covered participants it is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Community Action Agency of South Alabama Defined Benefit Pension Plan assets move in 2024?
Community Action Agency of South Alabama Defined Benefit Pension Plan edged up modestly - up 3.0% during 2024, from $6M to $6M. Reported net income was $173K.
How have Community Action Agency of South Alabama plan assets changed over time?
Across 3 plan years on file (2022-2024), Community Action Agency of South Alabama's sponsor-wide assets grew 9.8%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Community Action Agency of South Alabama Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eye Care Physicians & Surgeons, Inc. Cash Balance Plan in OR ($6M, 100 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community Action Agency of South Alabama Defined Benefit Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants, $42M in assets).